Sentiment Analysis

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Period ending 2026-09-21

11 new papers

A weekly snapshot of new work published in Sentiment Analysis.

Period ending 2026-09-14

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Period ending 2026-09-07

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323 papers

Latest in Sentiment Analysis

Sep 22, 2026cs.CR

The Like Trap: Multi-Stage Poisoning against Agents in Similarity-based Recommendation Systems

With recent advancements in large language models (LLMs) and LLM-based agents, these agents are becoming increasingly autonomous and gaining broader access to act on users' behalf on the internet. However, the vulnerability of automated agents deployed on social media platforms (e.g., for managing a user's personal account) remains underexplored. Existing studies on agent poisoning typically assume that the adversary can expose poisoned content to the agent. Although such an attack is direct and effective, it is more easily detected and mitigated. In the context of social media platforms, this leaves open whether the recommendation system itself would surface such content to the agent in a more subtle manner. Through theoretical analysis, we show that the like-score mechanism used in OASIS can be exploited, and we characterize the conditions under which a multi-stage chain of poisoned posts can steer the agent's feed. Based on these insights, we further develop an algorithm that crafts realistic poisoned posts. Experiments support our theoretical findings and demonstrate the effectiveness of the proposed algorithm. Notably, by exploiting the like-score feedback loop, the attack causes the recommendation system to select poisoned posts even when their user-post similarity falls below the retrieval threshold.
Yue Xing, Pengfei He, Zitao Li
Sep 22, 2026cs.CL

From Utterances to Networks: Modelling Slang Adoption and Diffusion Across Subreddits

Adoption and diffusion of neologisms in online communities have received renewed attention in recent years. As internet slang terms such as APT, referring to a K-pop song, and phrases such as Canon Event meaning an embarrassing but pivotal event, go viral online, it becomes increasingly important to understand the mechanisms that contribute to their success. Prior studies have often explained slang diffusion either from the perspective of social interaction or from the linguistic properties of the slang itself, but rarely from both perspectives together. One major obstacle has been the high cost of annotating slang usage in large-scale online communication. Recent advances in large language models (LLMs), however, make it possible to use them as scalable annotators for such tasks. In this study, we first curate a human-annotated benchmark to evaluate LLM performance in detecting slang usage in real Reddit communication. We then leverage LLM-based annotations to model slang adoption and diffusion. Our results show that slang diffusers with higher bridging capital are associated with increased subsequent adoption, whereas diffusers with higher bonding capital are associated with reduced adoption. We also find that wider contextual usage of a slang term is associated with a longer time before new users officially adopt it. Together, these findings suggest that both social-network structure and linguistic context shape the diffusion of neologisms in online communities.
Xiaoning Wang, Ted Underwood, Zhewei Sun
Sep 17, 2026cs.CL

Unifying Models of Intergroup Hostility in Online Discourse

Hostile rhetoric toward social groups can normalize exclusion and justify mistreatment, as well as contribute to rising polarization and political violence. Efforts to moderate hostile rhetoric in online speech draw on foundational theories in social and moral psychology, and political science. However, these theories were developed largely in parallel, often propose different and sometimes conflicting accounts of how hostility develops, and have rarely been tested against each other in real discourse. The result is a fragmented understanding of the rhetorical mechanisms of hostility, without a clear sense of how they appear, and relate to each other, in real-world discourse. Using 2.86 million posts from TikTok, Truth Social, and Twitter/X during the 2024 U.S. presidential election, we model the mechanisms of six foundational theories of intergroup hostility -- boundary construction, threat construction, scapegoating, negative evaluation, dehumanization, and action orientation -- within a common empirical framework to recover the broader organization of intergroup hostility rhetoric. Structurally, we find that boundary construction and threat construction anchor the system; temporally, we find that these mechanisms tend to follow a regular ordering: boundary construction, derogation, and action orientation tend to appear early; dehumanization and threat construction later; scapegoating latest. Mapping how these theoretical frameworks actually manifest in discourse bridges longstanding divisions across social science traditions and presents computational social science with a clearer empirical foundation for modeling intergroup hostility rhetoric beyond single-label detection.
Patrick Gerard, Julia Mendelsohn, Kristina Lerman
Sep 17, 2026cs.LG

Digital Twins for Opinion Dynamics: A Generative LLM Framework for Social Networks

The study of opinion dynamics in social networks is one of the key challenges in computational social science with direct relevance to understanding political polarization, misinformation, and health responses. Current approaches focus on simplified mathematical models that ignore linguistic and contextual factors related to belief updates or use Large Language Model (LLM)-based simulations that have not been validated against real data. We present a framework based on the concept of a digital twin to simulate opinion dynamics in social networks. The approach fills the gap by cloning a real-world Twitter network, assigns a set of attributes for agents (such as persona, emotions, centrality, stubbornness, and influence), and employs Mistral-7B to perform opinion update based on memory and social exposure. To evaluate the proposed approach, we validate it against two real Twitter datasets (COVID-19 discourse and U.S elections 2020). The results show that the capability of the proposed framework reproduces opinion trajectories and reduces individual prediction error by more than 50% compared to the best-performing classical baseline (Mistral-7B achieves Mean Absolute Error (MAE) = 0.150 and 0.121 on the COVID-19 and US Election 2020 datasets, respectively). We observe similar improvements in structural alignment (Delta_r = 0.120 and 0.180) and polarization dynamics (Delta_Var = 0.106 and 0.115) on the two datasets, respectively. Additionally, the ablation studies confirm that agent attributes, memory, and social exposure all contribute to the framework's predictive fidelity in reproducing opinion trajectories, with agent attributes being the most critical contributor. Overall, our results demonstrate that grounding Mistral-7B within empirically cloned interaction networks produces a realistic simulation framework capable of reproducing complex social dynamics.
Omran Berjawi, Giuseppe Fenza, Rida Khatoun +1
Sep 17, 2026cs.SI

Finding Common Ground: Graded Communal Knowledge in Bluesky Starter Packs

Communication is made possible by common ground---the unspoken knowledge that people share and presuppose of one another, whether that be online or offline. In his conception of common ground, Clark (1996) distinguishes between personal and communal common ground, and asserts that the latter is graded: the more community affiliations two people share, the more common ground they share as well. Social media research has invoked this mechanism to explain how users connect, but it has gone largely untested because community memberships are rarely visible and, where they are, they are coupled to user interactions in a way that leads to conflating effects. To circumvent these challenges, this study repurposes Bluesky starter packs (SPs) as user-curated community affiliation labels. Across 191,648 pairs of users, we show that shared lexical repertoire---our proxy for common ground---grows monotonically with the number of SPs that users share, with users sharing a single pack being roughly twice as similar as equally connected strangers. A semantic renormalization of SP co-membership shows furthermore that it is more so the number of topically \emph{distinct} communities, rather than the raw count, in which common ground is graded. Finally, we show that community co-membership adds to common ground independently of proximity in the Bluesky follow network. These results lead to the conclusion that community membership is a measurable, separable, and semantically structured carrier of common ground. Reading it as such makes common ground observable before an exchange rather than inferred from it, and thus opens the door for large-scale observational approaches to a set of questions that have so far only been posed in the laboratory.
Sagar Kumar, Lawrence Swaminathan Xavier Prince, Julia Mendelsohn +2
Sep 16, 2026cs.MM

Divide and Conquer: Mixture-of-Bottleneck Experts in Informative Ordinal Space for Video-based Multimodal Sentiment Analysis

Video-based Multimodal sentiment analysis (MSA) must handle information from text, audio, and image sequence in human speaking videos, yet current methods often fail to integrate modalities with task awareness. Most models treat video sentiment prediction as a single task, overlooking its ordinal nature, and their fusion strategies struggle to capture diverse unique and synergic cues across modalities. To address these limitations, we adopt a divide-and-conquer perspective by reformulating MSA as an ordinal regression problem and decoupling it into polarity recognition and intensity prediction. Driven by information theory, we introduce a Mixture-of-Bottleneck (MoB) framework that assigns different latents to polarity- and intensity-specific experts for different modalities. With the learning of information bottleneck, each expert learns compact and task-relevant representations while filtering out redundancy and noise. A multimodal bottleneck routing fusion module then fuses these expert latents with hard mining strategy, guiding the prediction in the ordinal sentiment space. Extensive experiments on 4 MSA datasets and 4 language models show that MoB effectively leverages informative latents from diverse modalities and captures general sentiment structure. Beyond stronger performance, MoB comprehensively captures fine-grained intra- and inter-modal dynamics, enabling more trustworthy localization of nuanced video sentiment signals.
Ronghao Lin, Qiaolin He, Zefeng Lu +5
Sep 16, 2026cs.CL

Emotion Experience, Expression, and Perception: Emotion Analysis on Multimodal Social Media Posts

Emotions are an essential aspect of human communication, particularly on social media, where authors frequently combine text and images to convey their emotions. Yet prior work on emotion analysis of social media posts has overlooked two important aspects in regard to measuring how well readers can reconstruct the authors' intent: (1)~the image modality, with most work focusing solely on text, and (2)~the real-world events that trigger the expressed emotions, and their relationship to the post content. We therefore study the relation between (a) the author's experience of the event that caused them to write a social media post and (b) the content of the post, with a focus on readers' capability to reconstruct that emotion expression. To do that, we introduce the Multimodal Multi-Emotion-Model dataset Mult2EMo, created by collecting annotations from both authors and readers on the posts and their triggering events. We find that reconstruction is possible but challenging for both human readers and computational models. We show that understanding the triggering event is crucial for accurate reconstruction, and that reconstruction is particularly challenging when posts rely heavily on the image to express emotion.
Christopher Bagdon, Carina Silberer, Roman Klinger
Sep 15, 2026cs.MA

Agentic Societies Need a Social Harness

An agentic society is a collection of AI agents that coordinate autonomously across trust boundaries, on behalf of different principals whose objectives may only partially align. We show experimentally that in agentic societies even honest, competent agents often fail to reach satisfactory outcomes with existing harnesses and messaging primitives, and that faulty or malicious agents can stall collaboration, influence outcomes, and pursue other harmful goals by exploiting vulnerabilities in communication (``speech''). We argue that agentic societies need a \emph{social harness} for inter-agent interactions, in addition to each agent's \emph{personal harness}, which manages its private context and communication with its principal. We propose a layered architecture for social harnesses which (i) prevents classes of failures outright, (ii) enables agents to detect invalid messages at runtime, and (iii) supports post-facto investigation and consequences, and highlight directions for future research to realize these capabilities.
Tapan Chugh, Vidushi Singh, Krish Jain +2
Sep 15, 2026cs.CL

Zero-shot narrative detection in social messaging

This study investigates the zero-shot ability of large language models (LLMs) to identify and classify hidden narratives in social messages. Our research hypothesis is that LLMs' extensive contextual knowledge allows them to interpret messages on a deeper, pragmatic level, going beyond basic sentiment or topic analysis. Experiments on the Dipromats and SemEval datasets show that providing models with human-written narrative descriptions significantly improves performance, without the need of training examples. In contrast, automatically generated descriptions or the use of few examples (few-shot) often degrade accuracy due to subtle shifts in framing. The study also finds that ensemble methods, particularly majority voting, enhance robustness and that larger models perform best while also being less sensitive to prompt variations. The findings validate that LLMs can effectively detect strategic narratives in a zero-shot setting, and when combined with simple ensembling and human-written descriptions, they can rival supervised systems, offering a scalable solution for narrative detection, specially when there is no training data for the vast majority of domains.
Jesús M. Fraile-Hernández, Anselmo Peñas, Patrick Giedemann
Sep 15, 2026cs.CL

Can LLMs Follow the Pulse of a Crisis? Evaluating Crisis Sentiment in Bangladesh's July Uprising

Crisis sentiment analysis is especially challenging for low-resource languages such as Bangla, where language, context, and public reaction shift rapidly. We introduce UNRESTSENT200K, a Bangla crisis sentiment dataset with approximately 200K Facebook and YouTube comments from the July-August 2024 Bangladesh uprising. The dataset covers five event-aligned phases, from early escalation and internet blackout to regime transition and a later flood crisis. Each comment is linked to its parent post, enabling evaluation with and without discourse context. All comments are annotated through a fully human process involving 14 native Bangla-speaking annotators and senior validation, achieving substantial agreement (kappa = 0.73, alpha = 0.71) and 94.2% blind-audit agreement. We benchmark fine-tuned encoders, prompted LLMs, and LoRA-tuned LLMs. Results show that parent-post context consistently improves performance, while temporal shift across phases causes large performance drops. Strong LLMs perform well, but still struggle with sarcasm, implicit political references, and phase-dependent meaning. UNRESTSENT200K provides a benchmark for studying context-aware and temporally robust sentiment analysis in low-resource crisis discourse. UNRESTSENT200K is available at https://sami0055.github.io/UNRESTSENT200K/
Md. Samiul Alim, Mahir Shahriar Tamim, Tanvir Ahmed Khan +4
Sep 15, 2026cs.CL

HUMAID-NER: A Disaster Tweet Dataset for Joint Named Entity Recognition and Event Classification via Uncertainty-Weighted Multitask Learning

Rapid extraction of structured information from social media is important for humanitarian response, yet existing disaster tweet resources mainly provide document-level category labels without span-level entity annotations. We introduce HUMAID-NER, the first named entity recognition dataset built on the HumAID benchmark, containing 60,000 English disaster tweets annotated in BIO format across ten operationally motivated entity types and yielding approximately 175,000 labelled entity spans. Annotations are generated through a reproducible three-stage hybrid pipeline combining a spaCy transformer model, disaster-domain EntityRuler patterns, and structured regular expressions with priority-based overlap resolution. We also propose a joint multitask learning framework that performs disaster-specific named entity recognition and humanitarian event classification using a shared RoBERTa-large encoder. To reduce task conflict during joint training, the model uses homoscedastic uncertainty weighting with learnable task parameters and a two-stage training schedule that freezes the lower 18 of 24 encoder layers in the second stage. On the HUMAID-NER validation set, the proposed system achieves NER span micro-F1 of 0.841 and classification macro-F1 of 0.761 simultaneously. A real-time web dashboard demonstrates end-to-end deployment. The dataset, models, and pipeline code are released to support reproducibility and future crisis informatics research.
Aijaz Ali, Nazish Basir, Sarfaraz Nawaz +2
Sep 14, 2026cs.AI

NoteVQA: Benchmarking VLMs on Real-Life Questions from Human Communities

Vision-language models (VLMs) increasingly power consumer-facing AI search, yet evaluating them on the diversity of everyday visual questions remains challenging. Existing benchmarks often target predefined capabilities, such as multi-hop retrieval or long-form synthesis, whereas users ask photo-grounded questions spanning a long tail of everyday scenarios. Despite advances in VLMs, users on Xiaohongshu, a mainstream Chinese image-sharing platform, continue to turn to other people for help with everyday visual questions. Motivated by this behaviour, we curate NoteVQA from these questions, yielding 252 items across 12 topical categories and 7 user intents. Each item includes a concise reference distilled from expert community responses and a human-audited interleaved reference answer that combines textual explanations with supporting visual evidence. We evaluate both short-answer correctness and interleaved-answer quality. To support the latter, we introduce AgenticInterleave, a single-agent ReAct framework for retrieval-supported answer generation, together with IVR-12, a 12-dimensional rubric for assessing the content, presentation, and image quality of interleaved references and model outputs. Across 10 frontier VLMs, the highest short-answer accuracy is 52.8%, while adding agentic search to Qwen3.5-397B-A17B improves accuracy by only 2.0%. For interleaved answers, the same model running AgenticInterleave scores 3.52 under IVR-12, compared with 4.65 for the human-audited references, with the largest gap in content quality. These results highlight the challenges that everyday visual questions pose for current VLMs in both answer accuracy and the quality of visually grounded explanations.
Haonan Jiang, Guojian Zhan, Jiancong Xie +6
Sep 14, 2026cs.LG

QTrans: A Quantum Transformer for Sentiment Classification

In small-scale binary sentiment classification scenarios, factors such as negation, contrastive shifts, and cross-word dependencies lead to the non-linear coupling of sentiment cues, making it difficult for conventional lightweight models to fully capture the contextual relationships between tokens. To address this issue, we propose a model named QTrans, which uses parameterized quantum circuits to construct query, key, and value features and derives attention coefficients from Gaussian distances between quantum measurements. By further integrating a quantum feed-forward neural network, residual connections, and layer normalization, the model establishes an end-to-end trainable quantum-classical hybrid framework for sentiment classification. Experimental results on the MR, CR, and MPQA datasets show that QTrans achieves test accuracies of 72.13%, 69.51%, and 63.45%, respectively, representing improvements of 2.88, 3.17, and 3.79 percentage points over the best-performing classical baselines for each dataset. Overall, QTrans expands the application of parameterized quantum circuits in lightweight sentiment analysis and lays an experimental foundation for further research into quantum multi-head self-attention for modeling textual relationships.
Ren-Xin Zhao, Xinjie Huang, Yahong Liu +4
Sep 12, 2026cs.CY

Characterizing Bluesky Content Moderation Service: From Automation of Service to Landscape of Harms

Empirical research on content moderation is fundamentally constrained by the opaque deployment of moderation systems on major social media platforms. To this end, the recent emergence of decentralized platforms with transparent, public moderation logs presents an unprecedented opportunity for independent audits. In this work, we leverage this architectural transparency to conduct the first large-scale audit of the default moderation system on Bluesky, the Bluesky Moderation Service (BMS). Analyzing its 10.6M moderation labels from 2025, we investigate three foundational aspects: (i) its mechanism (the degree of automation versus human oversight), (ii) its efficacy (accuracy in detecting harms), and (iii) its purpose (the landscape of harms it identifies). Our findings reveal a human-AI collaborative system where labels for sexual and graphic content are applied automatically in seconds, while nuanced and high stakes labels require more human oversight, taking hours or days. Through a manual annotation study, we find the BMS operates with high precision (0.837), but struggles with low recall (0.222), with our annotators identifying 4.5×\times more harmful content than the moderation system in a random sample. Finally, unsupervised clustering of the most frequently applied labeled posts uncovers detected harms ranging from hostility in discourse toward protected groups to the spread of sexually explicit and other graphic content. Our work offers a look into the operational realities of a deployed moderation system, providing a concrete data-driven foundation for designing more effective and transparent moderation systems.
Pushpdeep Singh, Sayeh Jarollahi, Ayan Majumdar +5
Sep 12, 2026cs.AI

Same Day, Same Story; One Day Ahead, a Different Signal: The Dual Validity of Financial Sentiment

Financial NLP has a standard workflow: validate a sentiment tool against human labels, then trust it to extract market signal. This assumes the two evaluations measure the same thing. We test that assumption in a setting where both can be measured at once: a corpus of securities class actions (2002-2025) linking 70,500 X messages to abnormal stock returns, with a single-annotator human labelled gold sample. Running five instruments (VADER, Loughran-McDonald, FinBERT, Twitter-RoBERTa, and an LLM annotator) through one identical pipeline, we find that the relationship between construct and predictive validity depends on the sampling convention and score representation. Under conventional method-specific sampling, human agreement aligns more closely with graded same-day associations than with one-day leads. On a fixed-n panel, however, agreement has similar graded rank correlations at both horizons, while the coarse ordering remains weak. Benchmark agreement therefore establishes semantic validity but does not by itself determine predictive rankings. In a conversation that is 17.6% spam, message volume predicts neither market damage nor settlement size.
AS Aravinthkakshan, Laven Srivastava, Harsh Nandwani
Sep 12, 2026cs.CL

Robust Multimodal Sentiment Analysis with Incomplete Modalities via Semantic-aware Completeness based Reconstruction

Recent multimodal sentiment analysis studies increasingly adopt text-centric fusion approaches to exploit the rich sentiment information inherent in the textual modality. However, these approaches often suffer from performance degradation during inference due to partially missing or noisy data in real-world scenarios, especially when sentiment-related cues are missing. To address this issue, we introduce a new completeness estimation approach that quantifies the degree of sentiment-relevant information preserved in incomplete data to guide the reconstruction of missing semantics. Furthermore, we propose a training strategy that stabilizes multi-task learning while jointly optimizing sentiment prediction and completeness estimation. Extensive experiments and in-depth analyses on three benchmark datasets demonstrate that the proposed approach enables more accurate semantic reconstruction, leading to more precise sentiment prediction.
Han-Jun Choi, Byunggill Joe, Saim Shin +1
Sep 11, 2026cs.CL

Automated Identification of Competing Narratives in Political Discourse on Social Media

Social media platforms have become central to shaping political discourse, serving as arenas where narratives form and evolve, influencing public opinion. Identifying and analyzing these narratives, particularly when they compete across different political ideologies, is crucial for understanding the dynamics of modern political communication. This paper presents an unsupervised framework for identifying and characterizing competing narratives in political discourse on social media, focusing on German politicians' tweets. The framework employs a multi-stage pipeline that integrates natural language processing techniques such as topic modeling, event detection, and event linking. By forming data into coherent stories and uncovering the distinct perspectives of user communities, the system is able to detect the key competing narratives, highlighting the divergent framings and conflicts surrounding trending political topics. Two case studies on polarizing political issues demonstrate the efficacy of the methodology, showcasing its ability to uncover and analyze divergent viewpoints. The findings contribute to the broader understanding of how narratives propagate within the digital public sphere and offer insights for policymakers, social media platforms, and researchers interested in monitoring political discourse.
Sergej Wildemann, Erick Elejalde
Sep 11, 2026cs.CL

The Illusion of Balanced Multimodal Sentiment Analysis: Beyond the Limits of Optimization-Based Methods

Multimodal Sentiment Analysis (MSA) remains constrained by modality imbalance, yet the field continues to rely on optimization-based balancing methods that promise more than they deliver. We provide three contributions: 1) a unified evaluation framework testing gradient and loss-based balancing strategies under controlled settings; 2) a theoretical diagnosis explaining why these methods fail, as they conflate fitting speed with discriminative contribution; and 3) a research agenda toward held-out discriminative modality valuation. Experiments on CMU-MOSI and CMU-MOSEI reveal three shortcomings: no strategy reliably outperforms Late Concatenation; performance is sensitive to hyperparameters; and even ratio calibration fails to yield consistent gains. The core issue is fundamental: loss is not utility, and gradients are not importance. Modality imbalance remains unresolved, motivating utility estimation from held-out performance.
Ioanna Kaffeza, Efthymios Georgiou, Alexandros Potamianos
Sep 10, 2026cs.CR

Empirical Evaluation of Membership Inference Attacks on NLP Text Classifiers: A Baseline Study on SST-2

Membership inference attacks (MIAs) try to determine whether a specific record was used to train a model, a privacy risk that matters in natural language processing (NLP), where training data can contain sensitive user text. This paper presents a controlled benchmark of membership inference vulnerability for text classification on the GLUE SST-2 sentiment dataset. A TF-IDF + Logistic Regression pipeline and a fine-tuned DistilBERT classifier are compared under a loss-threshold MIA, with utility measured by development accuracy and macro F1. DistilBERT reached 0.9466 accuracy and 0.9460 macro F1 against 0.8756 and 0.8727 for Logistic Regression, yet both models leaked membership signal (Attack AUC 0.5615 and 0.5800, respectively). Two mitigations were tested. Stronger regularization reduced leakage for Logistic Regression at a visible utility cost, whereas fine-tuning DistilBERT for 2 epochs instead of 3 reduced leakage with negligible accuracy loss. Lightweight training adjustments can improve the privacy-utility trade-off without complex defenses.
William Novak, Muhammad Abusaqer
Sep 9, 2026cs.SI

How neighbourhood ideology shapes misinformation belief in densely tied social networks

With the rapid spread of news on social media, understanding the propagation of misinformation is becoming increasingly important. One factor that affects individuals' vulnerability to false information is their ideological predisposition. Despite the large number of agent-based models that focus on social influence as a driver of the spread of false claims, they often fail to explicitly integrate personal ideological biases into belief formation. In this work, we explore how misinformation spreads through the interaction between individuals' ideological biases and social influence. Our model accounts for both the strength of individuals' ideological biases and the extent to which a false claim aligns with their ideology. Social influence modifies the effects of ideological intensity and false claim alignment through network interactions. Notably, the influence of neighbours' ideological intensity on belief is strongly affected by how well those neighbours are connected to one another. These results highlight the importance of considering both network structure and personal ideological biases when modelling misinformation propagation.
Soroush Karimi, Marcos Oliveira, Diogo Pacheco
Sep 1, 2026cs.CL

TalkFa: A Unified Benchmark for Farsi Dialogue Generation and Understanding

Farsi, spoken by more than 120 million people, lacks a comprehensive benchmark for dialogue generation and understanding. We introduce TALKFA, a unified benchmark comprising three complementary datasets: (1) WIKI-FADIAL, 4.2K Wikipedia-grounded dialogues for knowledge-grounded generation; (2) DAILYDIALOG-FA, 6.6K dialogues annotated for dialogue acts and emotions; and (3) PLAYDIAL-FA, 2.1K theatrical dialogues with sentiment labels. While LLMs assist data construction, every dialogue undergoes multi-stage review and revision by native Farsi speakers, and only the final human-approved dialogues are released. Experiments with six LLAMA and MISTRAL models show that LoRA substantially improves dialogue generation while requiring only 25-50% of the training data to recover over 90% of the final performance gains. Across classification tasks, FABERT achieves the best dialogue-act performance, LORA-MISTRAL-7B performs best on emotion recognition, and MISTRAL-24B achieves the highest sentiment score. Human evaluation and independent external validation demonstrate the reliability of the benchmark, while comparisons with GPT-4.1 as an LLM judge reveal that automatic metrics substantially overestimate dialogue quality. Zero-shot evaluation with frontier LLMs further shows that TalkFa remains a challenging benchmark. We will release all datasets, annotation guidelines, code, and checkpoints.
Neda Jamshidi, Kamyar Zeinalipour, Fahimeh Akbari +3
Sep 1, 2026cs.LG

Toward Explainable and Policy-Aware AI for Carbon Credit Price Prediction: A Research Framework for Emerging Carbon Markets

Carbon markets put a price on emissions, yet that price remains hard to forecast. Work in this area clusters on the EU and Chinese schemes, compresses regulatory text into a sentiment score, and reports accuracy without calibration or explanation stability. We distil ten recurring gaps into an impact-feasibility matrix and propose EPA-CarbonNet, a six-layer architecture that fuses market series with policy text by cross-attention and calibrated intervals alongside policy-attributed explanations. We then build and test it on eleven years of daily S and P carbon index data. The findings are largely negative, and reported as measured: a random walk beats the model on five-day RMSE (0.0365 against 0.0475), SHAP rankings agree at rho = 0.54 across resampled backgrounds, and policy attention never coincides with documented regulatory events. Directional accuracy, at 58.6 percent, leads every baseline. Code, data documentation and all result artifacts are available at https://github.com/Kimalice/Toward-Explainable-and-Policy-Aware-AI-for-Carbon-Credit-Price-Prediction
Summaiya Unnisa Begum, Mohammed Nadeem Ullah, Mohammed Abdul Ghani Khan
Sep 1, 2026cs.AI

CoVer: Conflict-Aware Claim Verification

Social media fact-checking has long been challenged by evidence-level and aggregation-level conflicts, where erroneous evidence mimics authoritative news sources. To capture this challenge and support conflict verification tasks, we present ContraNote, a large-scale real-world dataset curated from X's Community Notes system. It includes 33,686 posts for evaluating evidence-level conflict resolution, and 54,474 instances for evaluating aggregation-level prioritization. Additionally, we propose CoVer, a factual adjudication framework with three-stage pipelines: evidence schema normalization, factual consensus and support verification. This prioritizes evidence over noise to prevent it from compromising the final verdict. Technical evaluations show that CoVer achieves strong performance compared with state-of-the-art baselines across ContraNote (86.0% Acc., 68.0% mac. F1, 64.5 bal. Acc. on Conflict; and 88.5% Acc., 88.5 mac. F1 and 89.2 bal. Acc. on Prioritization), CONFACT-HumC (88.4% Acc.) and CONFACT-ModC (89.4% Acc.).
Shuning Zhang, Dai Shi, Bohao Chu +7
Aug 31, 2026cs.LG

A Multi-Branch Feature Fusion Approach for Health Misinformation Detection and Propagation

This paper presents a multi-branch fusion framework for detecting and characterising the propagation of health misinformation in online social networks (OSNs). Grounded in the Elaboration Likelihood Model (ELM) and the Theory of Planned Behaviour (TPB), the model fuses transformer-based semantics with rhetorical cues, stance representations, and psychologically motivated proxies in a unified multi-task architecture. In addition to binary classification, we introduce the Cognitive Propagation Score (CPS), an interpretable post-hoc auxiliary score computed from psychologically motivated, text-derived cues capturing argument complexity, emotional intensity, and content-derived virality potential, to support diffusion-risk reasoning when engagement ground truth is incomplete or unavailable. Experiments on three benchmark datasets, Constraint, COVID--19_FNIR, and Monkeypox, show strong classification performance, achieving ROC--AUC up to 0.9999 on COVID--19_FNIR, while propagation-oriented ranking achieves near-perfect agreement when engagement-derived supervision is available (Monkeypox, Spearman's ρ=0.9952ρ= 0.9952) and similarly high ranking alignment under proxy-based supervision on COVID--19_FNIR (ρ=0.9954ρ= 0.9954). Compared with representative literature baselines, the fusion model improves detection on Constraint and COVID--19_FNIR, while Monkeypox remains more challenging, reflecting domain- and signal-specific differences. Ablation analysis further indicates that psychological and rhetorical branches provide complementary gains beyond semantic embeddings. Overall, the framework bridges cognitive theory and neural modelling to improve transparency and to support scalable misinformation monitoring, with future work required to validate CPS against human-centred diffusion judgements.
Mkululi Sikosana, Sean Maudsley-Barton, Oluwaseun Ajao
Aug 31, 2026cs.CL

MMDS-Bench: Benchmarking Multimodal Large Language Models on Dynamic Stance in Social Media Interactions

Dynamic stance classification models how a reply responds to its direct parent message, rather than how a post relates to a fixed topic. Existing work has mainly studied this problem in text-only settings, while social media interactions increasingly rely on images, screenshots, memes, reaction images, and cross-modal references. We introduce MMDS-Bench, a diagnostic benchmark for multimodal dynamic stance classification in social media parent-reply interactions. MMDS-Bench contains 3,482 multimodal instances annotated with a seven-label dynamic stance taxonomy, together with an 800-instance diagnostic subset that requires structured reasoning over parent understanding, reply understanding, and stance-relation inference. We further annotate each instance with five challenge factors covering multimodal fusion, parent framing, non-literal expression, interaction reasoning, and label-boundary ambiguity. We evaluate 12 closed-source and open-source multimodal large language models and propose a reference-grounded LLM-judge protocol for assessing reasoning quality. Results show that current MLLMs still struggle with multimodal dynamic stance understanding, especially in cases that require relational inference beyond separate parent and reply comprehension.
Yuzhe Ding, Kang He, Li Zheng +5
Aug 31, 2026cs.CL

Opinionated, Hesitant and Stressed: Three Studies of How Politicians Speak in Four Slavic Parliaments

We present three large-scale studies of spoken parliamentary speech across four Slavic languages (Croatian, Czech, Polish, Serbian), drawing on over 6,000 hours from the ParlaSpeech 3.0 corpus. The first study examines how utterance-level sentiment shapes acoustic realisation: negative speech is consistently produced with higher pitch, greater intensity, and faster rate across all four parliaments, with a secondary arousal-driven upturn at the most positive extreme. The second study models filled pause frequency using negative binomial GEE, finding that speech rate, age, and sentiment are robust cross-lingual predictors, while gender effects reverse between South Slavic (men produce fewer filled pauses) and West Slavic parliaments (no gender difference) - a pattern invisible to single-language designs. The third study investigates primary stress variation in Croatian, showing that speaker-level preferences for early versus late stress cohere across verbs, adjectives, and nouns but decouple for adverbs and proper nouns. We conclude with a research agenda spanning corpus phonetics, disfluency modelling, and political rhetoric.
Ivan Porupski, Nikola Ljubešić
Aug 31, 2026cs.AI

Multimodal Adaptive Expert Selection with Text Routing and Ordinal Prototype Optimization for Sentiment Analysis

Multimodal Sentiment Analysis (MSA) is a fundamental component of affective computing that aims to decipher complex emotional states by integrating verbal content with non-verbal cues including vocal intonation and facial micro-expressions. While recent disentanglement-based approaches have advanced the field, their potential is hindered by two methodological challenges. First, static computation graphs process all samples indiscriminately regardless of semantic complexity, which leads to suboptimal representation for diverse emotional expressions and contextual scenarios. Second, generic contrastive objectives often neglect the intrinsic ordinal hierarchy of sentiment intensities. To systematically address these limitations, we introduce Multimodal Adaptive Expert Selection with Text Routing and Ordinal prototype optimization (MAESTRO), a novel framework designed to dynamically orchestrate and refine multimodal representations. Drawing inspiration from an orchestra conductor, we design a Text-Guided Hybrid Mixture-of-Experts (MoE) mechanism. Unlike static fusion, this module utilizes linguistic context as a routing signal to dynamically activate specific audio-visual experts, thereby resolving cross-modal ambiguity through adaptive feature enhancement. Furthermore, to capture fine-grained sentiment gradations, we propose an Ordinal-aware Prototype Contrastive Learning (O-PCL). By incorporating distance-based penalties into the prototype learning objective, O-PCL enforces a structured latent space that preserves the natural order of emotion. Extensive experiments on the CMU-MOSI and CMU-MOSEI benchmarks demonstrate that MAESTRO achieves state-of-the-art performance, and qualitative analysis further confirms the interpretability of our dynamic routing paradigm.
Xiaode Chen, Jiakang Yu, Hongtao Deng +3
Aug 13, 2026cs.CV

Reasoning for Social Audio-Visual Question Answering: Where Do We Stand?

Training Multimodal Large Language Models for audio-visual social understanding is a crucial step toward embodied social intelligence. Chain-of-thought (CoT) reasoning has become the dominant approach, with HumanOmniV2 and its IntentBench benchmark as a prominent reference point. In this context, we report three findings. First, IntentBench is highly noisy: \sim7% of questions are broken and \sim23% are trivially answerable without the video input. We remove the affected questions and release Intentbench-Prime. Second, current reasoning approaches are expensive and surprisingly ineffective. A simple Vanilla SFT baseline matches or outperforms existing reasoning methods across three benchmarks at a fraction of the cost, establishing it as an essential baseline for evaluating novel fine-tuning techniques. Third, our analysis reveals that substantial priors can be learned solely from the text modality and that using a textual caption instead of the video yields performance on par with Vanilla SFT. These surprising findings reveal the limitations of current MLLMs when it comes to social understanding. IntentBench-Prime, Vanilla SFT model, and code are publicly available.
Koen P. de Vries, Xavier Alameda-Pineda, Estefanía Talavera +1
Aug 12, 2026q-fin.PM

Large Language Model-Driven Small-Capitalization Trading: Integrating Financial News Sentiment, Macroeconomic Indicators, and Technical Signals

Large language models can extract richer signals from financial news than fixed sentiment lexicons, and recent work has explored feeding such signals into portfolio construction. We study an uncertainty-aware construction that feeds model-predicted risk -- decomposed into aleatoric and epistemic components -- directly into the covariance matrix of portfolio allocators, rather than treating portfolio risk as fixed or adjusting only expected returns. We evaluate the pipeline on Russell 2000 equities under three stock-selection regimes: a pure-alpha trigger that isolates abnormal stock moves not explained by macro indicators, a pure-beta trigger that captures macro-indicator moves before the stock itself fires, and a beta trigger in which both channels agree. Across the full holding-period grid, the separated pure-alpha and pure-beta legs usually dominate the beta intersection on Sharpe and return. Two horizons are especially informative. At one day, pure beta can work under low and moderate transaction costs because it captures immediate lead-lag spillovers from liquid macro and sector indicators into exposed small-cap stocks, but this advantage disappears at 100 bps when turnover and microstructure noise dominate. At 40 days, pure beta works for a different reason: slower macro repricing overtakes the firm-specific pure-alpha channel. The strongest conservative row is pure beta with GPT-4o mini sentiment, a Student-t target, a 40-day holding period, and risk parity allocation, reaching Sharpe 2.33 at 100 bps. The results suggest that stock-selection regime and allocator choice matter at least as much as the sentiment model, and that separating firm-specific and macro-exposure triggers is more informative than requiring both to fire simultaneously.
Alireza Kargarzadeh, Nariman Khaledian, Navid Parvini +1
Aug 12, 2026cs.CL

Structuring the Space of Perspectives

The same event can be reported from different perspectives depending on the experiences, background, and beliefs of the writer or speaker. A variety of NLP areas engage with perspectives, spanning from text analysis to algorithm optimization. A wide range of operative concepts (such as stances, sentiment, frames, and arguments) has been used to capture perspectives in texts, however the precise relationships among those concepts remain unclear. Arguably, a deeper theoretical understanding of these concepts would empower more effective research on perspectives. In this paper, we address this gap by reviewing the space of perspectives in NLP and defining a set of properties that help distinguishing perspective-related concepts. Our analysis leads us to posit a hierarchy which organizes these concepts linearly along a single axis. Finally, we show how this principled conceptual hierarchy can help researchers navigate the field and select operationalizations of perspective that align with their specific research objectives.
Agnese Daffara, Sebastian Padó, Tanise Ceron
Aug 12, 2026cs.LG

Dual-Model Sentiment Analysis of Consumer Reviews in the Retail Coffee Sector Using Machine Learning and Deep Learning Approaches

Consumer reviews play an important role in shaping brand perception and business strategies, particularly in service-driven industries such as retail coffee. This study presents a comparative sentiment analysis framework for Starbucks customer reviews using classical machine learning and deep learning approaches. The dataset, collected from ConsumerAffairs, contains more than 700 reviews and was analyzed through preprocessing and exploratory data analysis to identify temporal and geographic patterns. Sentiment labels were generated by binarizing star ratings, with ratings of 4 and 5 classified as positive and ratings of 1 to 3 as negative. The resulting dataset was substantially imbalanced toward negative sentiment. Five machine learning classifiers, including Logistic Regression, Support Vector Machine (SVM), Decision Tree, Random Forest, and Naive Bayes, were evaluated alongside five deep learning models: LSTM, RNN, Bidirectional LSTM, GRU, and CNN. Model performance was assessed using accuracy, precision, recall, and F1-score. SVM achieved the highest accuracy among the machine learning models at 91.0 percent, while Bidirectional LSTM showed the strongest performance among the deep learning models and demonstrated good generalization on unseen data. The findings also show that class imbalance negatively affected positive sentiment recall across several models. Overall, this study provides a comparative evaluation of machine learning and deep learning approaches for real-world consumer sentiment analysis and highlights the importance of appropriate model selection and preprocessing for customer experience analytics in the retail coffee sector.
Muntasir Hasan Kanchan, Md. Alamgir Hossain, Md. Samiul Islam +1
Aug 11, 2026cs.AI

Social Chain of Thought: A Multi-Agent Architecture Grounded in Medical Differential Diagnosis Methodology

Medical diagnostic reasoning is a high-impact use case for LLMs that carries significant implications for the health and wellbeing of users. When OpenAI (2026) reports that more than 5% of ChatGPT messages globally are healthcare-related, the transparency of these systems becomes a serious design concern. This is especially true for complex cases, where differential diagnosis often requires integrating multiple forms of specialist reasoning. Existing work has proposed multi-agent approaches to medical diagnosis, but it remains unclear when such systems are needed, why they help, and where they outperform monolithic inference. We introduce Social Chain of Thought (SCoT),a multi-round pipeline for medical differential diagnosis that structures multi-agent interaction as a deliberative framework for collabora. tive LLM reasoning. Evaluating SCoT against single-agent baselines, one-agent pipeline ablations, and best-of-n scaling, we show that its recall advantage is not reproduced by monolithic inference alone. SCoT is most successful in the hardest diagnostic cases, where multiple rounds of specialist conversation help recover ground-truth diagnoses and converge on a higher-recall differential.
Del Coburn, Scott Sanner, Dan Silver
Aug 11, 2026cs.CL

Multiclass Sentiment Analysis for Identifying Political Viewpoints

The rapid growth of social media has created vast amounts of political discourse, which provides valuable opportunities to analyze public opinions and identify different political perspectives. Sentiment Analysis (SA) is a core task in Natural Language Processing (NLP) that allows the computational study of attitudes and opinions in textual data, and has become increasingly important for understanding political discourse. In this work, we investigate multiclass sentiment analysis of political view- points on social media, that is to automatically discriminate multiple sentiment classes over political issues and figures. To solve this task we design and evaluate two machine-learning approaches based on XGBoost and BERT. We train and evaluate the models on a labeled dataset of political social media posts using standard classification metrics. The experimental results show that the XGBoost model reaches an F1-score of 0.2835 and the BERT- based model reaches an F1-score of 0.2806 on the test set. These results demonstrate the challenge of classifying complex and contextualized political discourse sentiment and provide a baseline for future research in multiclass political sentiment analysis.
Girma Yohannis Bade, Olga Kolesnikova, Jose Luis Oropeza +1
Aug 11, 2026cs.CL

Surfacing the Unsaid: CUE-Bench for Affective Stance in Chinese Discourse

Emotion understanding in discourse requires reasoning beyond surface sentiment because speakers often convey affect through indirect, implicit, polite, ironic, or deliberately mismatched expressions. Existing emotion benchmarks mainly annotate surface polarity or final emotion categories, while lacking a structured account of how explicit expression, implicit affect, pragmatic intent, and fine grained emotion interact. This limitation makes current evaluations insensitive to cases where affective meaning is concealed, weakened, inverted, or pragmatically reshaped, thereby obscuring model failures in deeper emotion understanding. To address this gap, we introduce CUE Bench, a Chinese Unsaid Emotion benchmark that centers on Affective Stance and covers diverse communicative scenarios. CUE Bench constructs nine human interpretable affective stances from explicit implicit polarity interaction and further provides intent and fine grained emotion annotations for structured affective inference. Experiments show that incorporating Affective Stance improves fine grained emotion recognition by 3.5 percentage points and pragmatic intent detection by 7.8 percentage points over strong baselines.
Zhenyan Zheng, Yunyao Zhang, Junxi Sheng +2
Aug 10, 2026cs.AI

Self-evolving Agentic Customer Support System at LinkedIn

Enterprise support agents operate in rapidly changing environments where policies, product capabilities, and knowledge bases evolve continuously, making static assistants brittle and costly to maintain. We present LinkedIn's self-evolving agentic support system, which integrates retrieval-augmented generation with evolutionary auto-prompting and a modular, production-aligned evaluation framework to enable safe, continuous improvement without retraining foundation models. The system treats prompts, retrieval, and evaluation as a closed-loop, versioned workflow with operational guardrails. Offline simulations and ablations show clear quality gains over vanilla RAG and baseline agents, including reduced hallucinations and improved response completeness. In a two-week user-randomized A/B test on LinkedIn's production support traffic, the integrated self-evolved workflow increased QA self-serve by 9.0 percentage points, cancellation self-serve by 4.8 points, and routing accuracy by 30.6 points. These results demonstrate a practical path to scalable, self-evolving AI agents in real-world enterprise settings.
Chih Hui Wang, Mengdie Tu, Qianyun Zhang +4
Aug 10, 2026cs.CL

PERCEPT: A Corpus for POS Tagging and Analysis of Persian-English Code-Mixing

Social media has become a major venue for multilingual communication, where users frequently mix multiple languages within a single utterance. Although code-mixed corpora have been developed for several language pairs, Persian-English code-mixing remains relatively underexplored. Existing Persian resources lack Universal Dependencies (UD) part-of-speech (POS) annotations for code-mixed words, limiting both linguistic analyses and the development of syntax-aware NLP models. To address this gap, we introduce PERCEPT, the first publicly available large-scale Persian-English code-mixed corpus annotated with Universal Dependencies POS tags for code-mixed words. The dataset comprises 6,800 posts collected from X, Instagram, and Digikala. We further present an LLM-assisted annotation framework that automatically assigns POS tags and document-level topics. Human evaluation demonstrates high agreement between the automatically generated annotations and gold annotations, confirming the reliability of the annotations. Using PERCEPT, we conduct the first comprehensive linguistic analysis of Persian-English code-mixing across multiple social media platforms. Our analyses reveal that nouns are the predominant category for code-mixed words, while the distributions of other POS categories vary across platforms. We further find that the positional distribution of code-mixed words is remarkably consistent across platforms, whereas the triggering effect is substantially more pronounced in Digikala. PERCEPT is publicly available at https://github.com/kalhorghazal/PERCEPT.
Ghazal Kalhor, Zahra Jafari, Amirarsalan Shahbazi +1
Aug 10, 2026cs.CL

Mawqif-XT: An Arabic Benchmark Dataset for Cross-Target Stance Detection

Publicly available Arabic datasets for target-specific stance detection remain limited, particularly for evaluating cross-target generalization. This paper presents the Mawqif-XT, consisting of 996 manually annotated Arabic tweets collected from three public targets: Women Driving, E-Cars, and Trimester System. Each tweet is annotated with stance, sentiment, and sarcasm labels following the original Mawqif annotation scheme. The released extension is intended as a held-out evaluation set for assessing model generalization to both semantically related and previously unseen targets, while the original Mawqif dataset is used for training and development. In addition, we establish baseline results using several Arabic and multilingual transformer models, as well as zero-shot large language models (LLMs), to facilitate reproducible evaluation. Together with the original Mawqif dataset, the Mawqif-v2 Extension provides a benchmark for evaluating cross-target generalization in Arabic stance detection.
Rasha Albalawi, Nuha Albadi, Hamzah Luqman +4
Aug 10, 2026cs.CL

Build it, Break it, Repeat: Benchmarking and improving LLM-manipulated disinformation detection in social media posts

Detecting machine-generated disinformation on social media is increasingly difficult as large language models (LLMs) make it easier to generate and rewrite misleading content at scale. Static benchmark evaluations, measuring detector performance on fixed held-out datasets, do not capture how detectors behave when posts are deliberately transformed to evade classification. This paper adapts the Build it, Break it, Fix it framework into Build it, Break it, Repeat (BiBiR): iterative sessions designed to stress-test detectors' robustness under iterative adversarial conditions, evaluating whether models remain reliable when disinformation posts are systematically transformed to evade classification. Across five iterations, the findings show that the best adversarial breakers' transformations came from a combination of back-translation and LLM persona-based rewriting, with the best performing technique achieving a 95% label flip rate (LFR), whilst still preserving the meaning of the original posts. The best builders' model was a triplet contrastive model with a dynamic anchor switching (DASS) architecture, which achieved an average accuracy of 72.68%, outperforming the strong baseline (a fine-tuned e5-small-LoRA) by 15 percentage points on the most robust set of breakers' adversarial attacks. The results demonstrate that an iterative framework best exposes detector weaknesses and pushes robustness improvements; however, it may still require semantic preservation analysis to distinguish valid adversarial evasion from transformations that changed the original disinformation claims' meaning.
Kevin Thomas, Milosz Kasprzyk, Reuel C Igbokwe Onuigbo +5
Aug 9, 2026cs.HC

SocialFiVis: A Visual Analytics Sandbox for LLM-Grounded Multi-Agent Simulation in Social Finance

The emergence of social finance (SocialFi) transforms online communities into complex socio-economic systems. Within these spaces, collective decisions shape a "digital commons" characterized by social capital (e.g., community trust) and financial health (e.g., market liquidity). Governing such hybrid ecosystems is challenging because real-world interventions are costly and irreversible. While counterfactual simulation is essential for exploring alternative governance strategies, existing approaches fail to capture the non-linear interplay between governance rules, individual behaviors, and emergent economic outcomes. To systematically unpack this complexity, we operationalize the Institutional Analysis and Development (IAD) framework as our theoretical foundation, synthesizing prior literature with insights from formative expert interviews. Built on this framework, we present SocialFiVis, an IAD-embedded visual analytics sandbox. It introduces a robust model to quantify the dual-track digital commons, coupled with a two-phase simulation engine. This engine combines LLM-derived personas with a mechanism-guided Perception-Reasoning-Action (PRA) runtime to simulate heterogeneous, context-aware agents empirically grounded in the retained messaging cohort. A hierarchical multi-view interface with interpretable reasoning pathways enables community operators to explore counterfactual policies and trace system-level outcomes back to individual behavioral rationales. We evaluate SocialFiVis through two case studies, a user study, and follow-up interviews. Results demonstrate that SocialFiVis supports fine-grained behavioral attribution and helps explain emergent phenomena such as the structural decoupling of social capital and the resilience of messaging members under localized governance shocks.
Yi-Fan Cao, Qing Shi, Liangwei Wang +5
Aug 7, 2026cs.CL

An Exploratory Evaluation of LLM-Assisted Rewriting of Moderate-Complexity Financial Sentences for DisCoCat-Based Sentiment Analysis

Quantum natural language processing (QNLP) provides a grammar-aware framework for text modeling, and Distributional Compositional Categorical (DisCoCat) is one of its theoretically grounded formulations. Prior work on financial sentiment analysis has identified practical limitations of DisCoCat, including parser sensitivity, high simulation cost, and difficulty handling longer sentences. We study an LLM-assisted preprocessing workflow that uses controlled rewriting to compress, simplify, or decompose moderate-complexity financial sentiment sentences into parser-compatible, circuit-efficient variants while preserving sentiment-bearing meaning. We compare prompting strategies, language models, and filtering configurations with the low-complexity-only DisCoCat baseline of Stein et al. At the circuit level, the strongest compression variants reduce average qubit and gate counts by more than 70 percent relative to the raw moderate-complexity subset. Across repeated training runs, GPT-4.1-mini with Prompt B achieves the highest observed mean accuracy, 0.550±0.0350.550 \pm 0.035, compared with 0.521±0.0500.521 \pm 0.050 for the baseline. Larger training splits do not necessarily improve downstream performance; across evaluated configurations, training-split size has a moderately negative association with accuracy (Pearson r=0.446r=-0.446). These results provide exploratory evidence that LLM-assisted rewriting can make some moderate-complexity inputs usable within the evaluated DisCoCat configuration, while highlighting prompt design, filtering, and circuit-aware preprocessing as considerations for more scalable QNLP-based financial sentiment analysis.
Brian Llinas, Nikos Chrisochoides
Aug 7, 2026econ.GN

Reading Copom's Tone: A Weighted LLM Framework for Hawkish-Dovish Sentiment, Forward Guidance, and Uncertainty

This paper documents an applied natural-language-processing framework for measuring the tone of Brazilian Monetary Policy Committee (Copom) statements. The project is explicitly inspired by iSent, Itaú's Central Bank sentiment classifier, particularly its sentence-level division of official communication into hawkish, dovish, neutral, and out-of-context classes. The implementation extends that idea in three directions. First, an LLM identifies short hawkish and dovish expressions and assigns each a 0-to-1 intensity weight. Second, the document index combines sentence counts with document-specific average signal intensities, producing a bounded score from -1 to 1. Third, a separate full-document layer measures forward-guidance direction, guidance explicitness, uncertainty level, and change in uncertainty. The empirical sample is restricted to communications dated August 2016 or later and contains 80 statements and 1,498 classified sentences from August 31, 2016 through August 5, 2026. Across this sample, 33.3% of sentences are hawkish, 18.0% dovish, 42.1% neutral, and 6.5% out of context. The average document score is +0.107, while the most hawkish reading is +0.570 in August 2021. The latest statement, dated August 5, 2026, scores +0.232, with eight hawkish, two dovish, and nine neutral sentences. Its structural overlay is more nuanced: guidance is directionally ambiguous but partly explicit, while uncertainty is classified as central and higher than at the prior meeting. Tone and the guidance-direction score have a contemporaneous Pearson correlation of 0.719. These are descriptive outputs, not a validated forecast of Selic decisions or DI returns. The main contribution is therefore methodological: a transparent, incremental, auditable system that separates rhetorical tone from policy guidance and uncertainty.
Gabriel de Macedo Santos
Aug 7, 2026cs.CL

Confirming Our Biases? Evaluating the Capabilities, Risks, and Societal Impact of Large Language Models

It is well established that large language models (LLMs) are sensitive to prompt framing, reflecting patterns in their training data or prior prompts. In this study, we investigate the extent to which LLMs reinforce users biases expressed in the prompts and examine the boundary between implicit framing effects and explicit prompt manipulation. Specifically, we evaluate how susceptible LLMs are to direct and suggestive prompts that encourage models to support or challenge particular positions. We evaluate six LLMs using 160 distinct prompts spanning ten topics across opinion-based and factual domains. The prompts systematically vary in prompting strategy, support versus challenge instructions, prompt polarity, users' expressed beliefs, and topic domain, spanning both opinion-based and factual questions. Our results show that LLMs systematically adapt their responses to align with prompt framing, even in factual contexts. This suggests that prompt framing can outweigh factual consistency in model responses. Overall, our findings delineate the extent and boundaries of LLM manipulability. Furthermore, the results imply that LLMs can reinforce subtle user biases and are susceptible to explicit prompt manipulation even in domains where responses should remain factually stable.
Mudar Adas, Polina Tsvilodub, Michael Franke +1
Aug 7, 2026cs.CL

Progressive Content Refinement with Decaying Reward Joint LinUCB

Iterative refinement has significantly enhanced Large Language Model (LLM) performance; however, existing methods ranging from feedback-based Self-Refine to traditional bandit approaches often rely on static options or overlook the saturation effect. This neglect leads to over-exploitation, where the continuous use of identical prompts or arms results in diminishing rewards over time. To address this challenge, we propose a novel contextual bandit algorithm that explicitly incorporates reward decay modeling. Utilizing an Expectation-Maximization (EM) algorithm, our method simultaneously estimates both arm-specific and decay parameters. Furthermore, by embedding prompts as arms, we facilitate the joint learning of arm values, distinguishing our approach from the traditional disjoint Linear Upper Confidence Bound (LinUCB) framework. Experimental results on Sentiment Reversal and GSM8K benchmarks demonstrate that our method achieves significant performance gains over strong baselines. Finally, our ablation study confirms that the integration of reward decay modeling within the bandit framework is crucial for mitigating over-exploitation and optimizing the iterative refinement process.
Shion Ishikawa, Pablo Loyola, Young-joo Chung +1
Aug 6, 2026cs.AI

MIDAS: Mutual Information Disentanglement with Uncertainty-Aware Fusion for Incomplete Multimodal Sentiment Analysis

Most existing multimodal sentiment analysis approaches assume access to complete multimodal inputs. However, real-world applications frequently encounter incomplete or corrupted modalities, posing a critical challenge. Although several methods have been proposed to tackle this issue, they mainly rely on data imputation and heuristic coordination constraints, which fail to effectively extract and leverage task-relevant information from the incomplete multimodal data. To address this challenge, we propose a unified framework termed Mutual Information Disentanglement with uncertainty-Aware fuSion (MIDAS), which effectively restructures multimodal representations under incomplete conditions. MIDAS adopts a variational modeling strategy to represent each modality with multivariate Gaussian latent variables and further decomposes them into shared and exclusive factors. To obtain reliable representations, we design a minimax objective that minimizes the mutual information between shared and exclusive spaces for stable disentanglement, while maximizing the mutual information among shared spaces across modalities to enhance semantic alignment. In addition, an uncertainty-aware fusion mechanism is introduced, where posterior variance is leveraged as a reliability indicator to adaptively weight latent features during fusion, ensuring robust integration even when modalities are incomplete. Extensive experiments on three widely used datasets show that MIDAS achieves strong and consistent performance gains over competitive baselines across a wide range of incomplete settings, demonstrating its effectiveness and robustness for incomplete data scenarios.
Yuhua Wen, Yingying Zhou, Qifei Li +4
Aug 6, 2026cs.CL

M3^3R-Bench: A Unified Benchmark for Evidence-Grounded Multimodal Metaphor Understanding

Metaphor enables the understanding of abstract concepts through cross-domain mappings while conveying affective attitudes. In multimodal scenarios, visual and textual information jointly construct Target--Source mappings, requiring both conceptual understanding and cross-modal reasoning. However, existing benchmarks mainly evaluate metaphor understanding through isolated subtasks and lack evidence-grounded explanations, making it difficult to assess whether models establish mappings grounded in visual and textual cues.To address these limitations, we introduce M3^3R-Bench, a unified and evidence-grounded benchmark containing 1,000 image--text instances with human-verified annotations. Guided by Conceptual Metaphor Theory and theories of nonliteral language understanding, M3^3R-Bench provides joint annotations for metaphor occurrence, Target--Source mapping, sentiment, and stage-wise explanations following ``evidence identification--mapping establishment--sentiment inference.''Evaluations on M3^3R-Bench reveal that existing models often overlook visual evidence, rely on superficial textual cues, and produce inaccurate Target--Source mappings, exposing a cross-modal evidence--mapping mismatch. To address this mismatch, we propose M3^3R-Reasoner, which combines curriculum-based reasoning supervision with task-aware reinforcement learning to align model reasoning with metaphor interpretation. Experiments show that, with only an 8B-parameter backbone, M3^3R-Reasoner outperforms larger proprietary MLLMs across four unified-task metrics and improves Visual Evidence and Sentiment Justification scores over GPT-5.5 by 28.45 and 30.11 points, respectively, while surpassing Claude-Sonnet-4.6 by 8.00 points in mean rubric score. The dataset and code are available at https://github.com/hongshi4/M3R-Bench.
Hong Jiang, Junnan Zhu, Jingwang Huang +9
Aug 5, 2026cs.CL

NTDH: Complex Reasoning for Comprehensive Affective Analysis

Comprehensive affective analysis is challenging for two reasons: it spans heterogeneous prediction tasks with continuous, ordinal, and multi-label outputs, and affective meaning is context-dependent, requiring conflicting cues to be reconciled rather than mapped directly to labels. Existing methods learn this mapping directly and do not model the reconciliation explicitly. We recast the task as a complex-reasoning problem, which yields one output interface across heterogeneous label spaces and a trajectory over which a verifiable reward can be optimised; to our knowledge, this is the first such treatment covering both sentiment and emotion. The obstacle is on the data side: affective reasoning traces must be synthesised, and generic synthesis is misaligned with the targets, tolerances, and phenomena of affect, and discards or leaks its failure cases. We propose NTDH, which addresses these four failures. Naturalisation sets the training answer to the gold label, so it is correct by construction. A Tolerance-aware gate checks each answer against the task's own scoring margin. Domain-aware strategies refine the reasoning using ideas from affective science. Directional Hints report only the type and direction of an error, without exposing the target. We train Qwen3-8B with SFT and then GRPO under the same tolerance used for verification (up to a more permissive construction gate on the multi-label subtask), and a component ablation quantifies the data-quality effect of each part. Using 16,302 training records, about 14x fewer than comparable instruction-tuned systems, the final policy improves over its SFT checkpoint on five of six official-test metrics and achieves the strongest EI-reg result among the compared systems, at a Pearson correlation of 0.862.
Tianlei Zhu, Zhiwei Liu, Yuyan Wang +2
Aug 5, 2026cs.SI

IMMENSE: Inductive Multi-perspective User Classification in Social Networks

Online social networks increasingly expose people to users who propagate discriminatory, hateful, and violent content. Young users, in particular, are vulnerable to exposure to such content, which can have harmful psychological and social repercussions. Given the massive scale of today's social networks, in terms of both published content and number of users, there is an urgent need for effective systems to aid Law Enforcement Agencies (LEAs) in identifying and addressing users that disseminate malicious content. In this work we introduce IMMENSE, a machine learning-based method for detecting malicious social network users. Our approach adopts a hybrid classification strategy that integrates three perspectives: the semantics of the users' published content, their social relationships and their spatial information. Such contextual perspectives potentially enhance classification performance beyond text-only analysis. Importantly, IMMENSE employs an inductive learning approach, enabling it to classify previously unseen users or entire new networks without the need for costly and time-consuming model retraining procedures. Experiments carried out on a real-world Twitter/X dataset showed the superiority of IMMENSE against five state of the art competitors, confirming the benefits of its hybrid approach for effective deployment in social network monitoring systems.
Francesco Benedetti, Antonio Pellicani, Gianvito Pio +1
Aug 4, 2026cs.HC

Compass: Continuously Aligning Social Media Feeds via In-Situ Reflections

Social media recommendation feeds often optimize for users' immediate impulses rather than preferences they would hold after deeper reflection. Some systems address this misalignment by incorporating users' explicit preferences via a configuration page or in-feed controls instead of just behavioral signals. However, users typically have evolving preferences, and their stated preferences and behavior naturally diverge, necessitating continuous reflection and feed realignment. But existing strategies require the user to take initiative and are often effortful; as a result, in practice they are rarely invoked. We present Compass, a system that aligns a user's feed with their reflective preferences by helping users reflect on and articulate their preferences given their behavior. To enable continuous reflection during everyday browsing, Compass surfaces in-situ reflections via lightweight notifications, while feed alignment is achieved by periodically simulating behavioral signals and directly manipulating feed content. We embedded Compass within YouTube Shorts and compared it against a baseline without continuous support through a 10-day field study (N=15). We found that Compass promoted more reflective and purposeful feed consumption, iterative preference adjustment, and stronger feed alignment, without sacrificing the casual nature of feed browsing.
Aadit Barua, Leijie Wang, Amy X. Zhang
Aug 4, 2026cs.CL

VIBE: A VAD-Informed Benchmark for Entity-Centered Affective Profiling of Large Language Model Outputs

Large language models routinely describe socially salient targets, including political figures, countries, religions, organizations, historical events, and social groups, encoding affective framing alongside factual content: a target may appear favorable or threatening, calm or conflictual, powerful or vulnerable. Existing work captures parts of this space through sentiment, favorability, and emotion benchmarks, but none combines target-directed VAD attribution, an explicit scorer contract, and a passport reporting format. We introduce VIBE, a benchmark for entity-centered affective profiling of LLM outputs in Valence-Arousal-Dominance (VAD) space. Its core contribution is a measurement contract: VIBE separates generation from external scoring, distinguishes scalar favorability, response-level VAD, and target-directed VAD, and reports profiles through an Affective Passport. Three empirical layers support the contract. H1 shows scalar favorability does not subsume arousal and dominance: valence findings are cross-validated (rV = 0.944 judge-human, rV = 0.954 inter-scorer); arousal and dominance are single-scorer directional estimates, not point-precise, consistent with known inter-annotator difficulty on these axes (rA = 0.495, rD = 0.702 among human annotators). H2 shows whole-response and target-directed VAD are different contracts: the same text can carry one affective tone overall while representing the named target differently. H3 is a protocol-drift diagnostic: elicitation conditions shift profiles, motivating context metadata in every affective report. These results motivate entity-centered affective profiling as a documented practice: profiles should be released with scorer identity, coverage, protocol, and interpretation limits.
Andrei Chetvergov, Alexander Evseev, Timofei Sivoraksha +4
Aug 4, 2026cs.AI

Rethinking Modality Reliability in Multimodal Sentiment Analysis with Incomplete Observations

Multimodal Sentiment Analysis (MSA) integrates text, audio, and vision to infer human affect, yet real-world multimodal observations are often incomplete. Existing methods for incomplete-observation MSA mainly follow two paradigms. Reconstruction-based methods recover missing information from observed modalities, while joint-representation methods learn directly from incomplete inputs. Although effective, these methods usually treat modality reliability only implicitly within representation learning or fusion design rather than modeling it explicitly. We argue that modality reliability is a central variable in incomplete-observation settings. Failure to model it explicitly gives rise to two related issues. The first is reliability mismatch, in which the affective evidence retained by each modality varies across samples and missing rates. The second is reliability propagation bias, in which messages from degraded modalities may adversely affect cross-modal interaction and predictive performance. To address these issues, we propose MRCF, a Modality Reliability-Calibrated Framework for MSA with incomplete observations. MRCF contains a Reliability-Aware Branch that estimates sample-specific modality reliability from intramodal quality cues and cross-modal semantic consistency, a Reliability-Guided Interaction Branch that uses the estimated scores to modulate cross-modal information flow, and a Reliability-Calibrated Fusion Module that integrates reliability and semantic cues for final prediction. Experiments on CMU-MOSI, CMU-MOSEI, and CH-SIMS show that MRCF achieves strong performance under standard incomplete-observation protocols. Further analyses provide evidence that explicit reliability modeling helps mitigate reliability mismatch and reliability propagation bias during interaction and fusion.
Chunlei Meng, Jacqueline J. Pang, Pengbin Feng +3
Aug 4, 2026cs.CL

Cross-Lingual Bias in Large Language Models: A Comparative Analysis of English and Swahili

Large language models are increasingly deployed in multilingual contexts, yet safety alignment and bias evaluation remain overwhelmingly English-centric. We investigate whether social biases generalise across languages by submitting 4,900 symmetric English--Swahili prompt pairs to GPT-5.2 and Gemini 2.5 Flash across nine demographic bias axes, yielding 19,600 completions evaluated for stereotype prevalence, sentiment, refusal behaviour, and cross-lingual semantic similarity. Our findings show that bias transforms rather than transfers: stereotype rates shifted by up to 12 percentage points on specific axes, Gemini's neutral-sentiment rate doubled in Swahili, and GPT-5.2 refused 169 prompts in English and zero in Swahili, consistent with refusal behaviour anchored to English-language surface forms at the behavioural level. Over 55% of prompt pairs produced semantically dissimilar completions across both models. These reinforce the idea that English-only bias audits do not produce adequate coverage for multilingual deployment.
Ruolei Zhang, Teddy Njuguna, Yue Feng
Aug 2, 2026cs.CL

Two-Stage Bengali Sentiment Classification: Domain Adaptation Through Continual Learning and Parameter-Efficient Fine-Tuning

Understanding sentiment in low-resource languages remains a key challenge for Natural Language Processing (NLP), particularly when domain-specific data is scarce. In this work, we present SentiBanglaBERT, a two-stage Bengali sentiment classification framework combining domain-adaptive continual pretraining and parameter-efficient fine-tuning. The approach enables contextual adaptation to news-style data while remaining computationally efficient through Low-Rank Adaptation (LoRA). Beyond performance, SentiBanglaBERT integrates SHAP-based interpretability, offering linguistic insights into how Bengali morphological cues, such as negation suffixes and aspectual markers, influence sentiment predictions. Experiments demonstrate stable performance comparable to strong baselines while providing greater transparency and interpretive depth. This framework highlights the potential of domain-adaptive continual learning as a foundation for interpretable, resource-efficient NLP in morphologically rich, underrepresented languages.
MD Shaikh Rahman, Syed Maudud E Rabbi, Muhammad Mahbubur Rashid
Aug 2, 2026econ.GN

Talking to Digital Twins: Selective Disclosure and Belief Measurement in Financial Social Media

Social media affect financial markets, but public posts by financial media personas are voluntary disclosures. What is not disclosed is therefore usually unobserved. We address this measurement problem by conducting repeated, real-time interviews of "digital twins" built from monitored finfluencers' X accounts under a fixed protocol. The interviews recover stock-level public-persona belief proxies even when no public recommendation is made. Because the interviews are generated and archived before the relevant return windows, the design avoids the look-ahead bias that arises when LLMs are queried ex post. The evidence shows that information obtained from these digital-twin interviews predicts the cross section of large-cap stock returns in the expected direction. Repeated real-time interviews therefore show how selective disclosure can be turned into measurable panels of market views.
Boone Bowles, Raymond Duch, Sorin Sorescu
Aug 2, 2026cs.CL

When Words Divide: Diachronic Ideological Polarization in Political Discourse on Social Media

Political polarization has become a defining feature of online discourse, yet its long-term evolution remains poorly understood. We present a longitudinal analysis of ideological polarization in Reddit discussions by measuring semantic differences in the language used by opposing political communities. We construct temporally aligned community-specific word embeddings and quantify ideological polarization as the semantic divergence of political concepts over time. Our analysis shows that ideological polarization has increased substantially during the study period, both at the concept- and topic-level. Unlike prior computational work, which has largely focused on cross-sectional analyses or affective dimensions of polarization at a single point at time, our approach captures the evolution of ideological differences in semantic framing. The proposed framework provides a scalable method for studying the temporal dynamics of ideological polarization in large-scale social media discourse.
Roy Yitzchak, Noa Lavie, Ella Rabinovich
Aug 1, 2026cs.CL

Loanword or Switch? The Annotation Boundary, Not the Model, Drives Kazakh-Russian Code-Switching Identification

Off-the-shelf LID and letter heuristics over-label Kazakh-Russian social text as mixed: Russian loanwords inside Kazakh look like code-switching under a shared Cyrillic script. We release a document-level gold LID set whose guideline keeps integrated borrowings as Kazakh and reserves mixed for clause-level switches, plus a mixed-only sentiment pool used after LID in a filter-first cascade. On a shared LID test, FastText, Lingua, raw and windowed HeLI, character-trigram NB, and XLM-R range from weak to strong performance. The gap shows the bottleneck is the loanword-vs-switch annotation boundary, not model class alone.
Bogdan Savelyev
Aug 1, 2026cs.CL

The methodology of Constructing the Large-Scale Dataset for Detecting Presuicidal and Anti-Suicidal Signals in Social Media Texts in Russian

The suicide is a terrifying act of a person who is misled by his own mental state. This problem arises across many countries. Sadly, Russia also has quite high number of persons who committed suicide. Luckily, a subset of these people writes their struggles in social media, allowing a way to find them and help. However, these valuable texts disappearing in many irrelevant texts which is considerably slowing down the decision process about person's suicidal risk. To tackle this problem, in this work we have presented a detailed methodology of building the dataset for detecting texts that describe presuicidal and anti-suicidal signals. This methodology describes the process of instruction and class table creation, the process of annotation, verification and post-annotation correction. Guiding by this methodology, we collect and annotate a large-scale Russian dataset with more than 50 thousand texts from social media. We provide a count statistic of the dataset as well as common problems in annotation. We also conduct basic experiments of building the classification models to show the on go performance on different levels of annotation. Furthermore, we make the dataset, code and all materials publicly available.
Igor Buyanov, Darya Yaskova, Danil Serenko +3
Jul 30, 2026cs.MA

Using Theory of Mind to Arbitrate between Social and Non-social Learning

Social learning is a powerful mechanism through which agents learn about the world from others. However, humans sometimes choose direct experience over social learning, which can carry time and cognitive resource costs. How do people balance social and non-social learning? We propose a Rational Mentalizing model of the decision to engage in social learning. This model estimates the utility of social learning by reasoning about another agent's goal and the informativeness of their future actions. It then weighs the utility of social learning against the utility of non-social learning. Using a novel game where players choose between observing other agents or exploring the environment, we show that the Rational Mentalizing model can quantitatively capture human trade-offs between these strategies. These findings suggest that selective social learning is guided by 'Theory of Mind' in the service of utility maximization.
Lance Ying, Ryan Truong, Joshua B. Tenenbaum +1
Jul 30, 2026cs.CL

Beyond Sentiment: Structured Information Extraction from Financial News

Financial sentiment analysis has become a standard component in news-driven stock prediction, yet it reduces rich, multi-dimensional news articles to a single polarity score. We hypothesize that financial news encodes multiple orthogonal information dimensions---event type, impact scope, temporal horizon, and semantic confidence---that sentiment alone cannot capture, and that these dimensions carry independent predictive value. To test this hypothesis, we propose a structured information extraction framework that leverages LLaMA-3.1-70B to extract six semantic dimensions from financial news. Through large-scale experiments on 41,618 news--stock pairs from the FNSPID dataset, we find that (i) FinBERT sentiment features exhibit strong predictive power under nonlinear models (F1=0.576) but substantially weaker performance under linear models (F1=0.230), revealing a highly nonlinear sentiment--return relationship; (ii) LLM-extracted structured features, while individually weaker, capture information orthogonal to sentiment, as evidenced by a 53.5% systematic disagreement rate between the two approaches; and (iii) combining both signal sources yields F1=0.600, significantly outperforming either alone (p<0.0001p < 0.0001), with consistent improvements across all seven event types. Ablation experiments confirm that non-sentiment structural dimensions (event type, impact subject, time horizon, confidence) independently contribute ΔF1=+0.019Δ\text{F1} = +0.019 beyond FinBERT alone. Feature importance analysis reveals balanced contributions from all six extracted dimensions (14--21%), demonstrating that compressing news into a single sentiment score incurs substantial information loss. Our results suggest that the sentiment--semantics decoupling in financial text is systematic and exploitable, opening a new direction for multi-dimensional financial NLP.
Daohan Zhu, Sitong Ge, Ruofei Wang +4
Jul 30, 2026cs.CL

Improving Mental Health Screening and Early Risk Detection in Spanish

Early detection of mental health disorders is often limited by the lack of specialized resources in Spanish and the difficulty of analyzing long histories of social media posts. This paper addresses these challenges through three main contributions. First, we introduce three Spanish foundational models specifically adapted to the mental health domain through domain-specific pre-training. Second, we propose Incremental Context Expansion (ICE), an automatic relabeling methodology designed for early detection. ICE identifies the point at which cumulative messages provide enough evidence of a disorder, generating more informative training samples. Third, we provide a set of fine-tuned models using the samples generated with the ICE methodology for early risk detection tasks. Our results on three Spanish benchmarks show that combining these specialized models with ICE improves the state-of-the-art, reducing detection latency while maintaining high performance. All models are publicly available.
Andreu Casamayor-Segarra, Vicent Ahuir, Antonio Molina-Marco +1
Jul 30, 2026cs.CL

FinSMART: Financial Sentiment Analysis for Algorithmic Trading through Market-Aligned Reinforcement Learning

Recent advances in Generative AI have substantially improved financial sentiment analysis through post-trained financial large language models (LLMs). However, existing approaches remain confined to a market-agnostic, supervised learning paradigm that relies on limited, static and human-annotated datasets, and thus are incapable of adapting to evolving market conditions. To address this limitation, we introduce FinSMART, the first market-aligned reinforcement learning framework for financial sentiment analysis, which directly optimizes sentiment signals using realized market outcomes. To deal with the noisy, non-stationary, and multifactorial nature of financial markets, FinSMART incorporates a signal extraction pipeline that combines market-aware data filtering with a discrete asymmetric trading reward, enabling stable reinforcement learning from economically meaningful market feedback. Experimental results demonstrate that FinSMART significantly outperforms existing state-of-the-art methods in profitability, risk-adjusted performance, and sentiment signal quality, improving cumulative trading returns by 220% over the strongest baseline. Uniquely, the FinSMART framework naturally supports market-aware retraining, at any point in time, by replacing costly manual annotation with newly observed financial articles and their realized market outcomes. Such a retraining strategy enables the model to continuously adapt to changing market dynamics, resulting in consistent performance gains over its static counterpart. These findings demonstrate the practical applicability of market-aligned reinforcement learning and highlight its potential as a next-generation paradigm for developing adaptive financial LLMs.
Giorgos Iacovides, Wuyang Zhou, Danilo Mandic